With the beginning of 2022, A-share listed companies can’t wait to publish the annual performance forecast of 2021, which has attracted the attention of many investors. Whose performance is better than expected, and who will explode the performance thunder? How to tap the investment opportunities? Summary of
individual stock performance:
21 companies’ performance express
According to the performance disclosure rules, some listed companies in the disclosure season of the annual report will release the performance forecast or performance express in advance, and the accuracy of the performance express is stronger than the performance forecast. As of January 13, a total of 21 companies in Shanghai and Shenzhen had issued performance letters.
Statistics show that Poly Developments And Holdings Group Co.Ltd(600048) has the highest operating revenue among the companies that publish the performance express. Last year, the operating revenue reached 285.048 billion yuan, a year-on-year increase of 17.20%; Followed by Industrial Bank Co.Ltd(601166) and China Citic Bank Corporation Limited(601998) , the operating revenue last year was 221.236 billion yuan and 204.557 billion yuan respectively. In terms of growth rate, the operating revenue of the company issuing the performance express achieved growth, and the highest growth rate was Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . Last year, the operating revenue reached 2.994 billion yuan, a year-on-year increase of 108.03%; Followed by Foran Energy Group Co.Ltd(002911) , Zheshang Development Group Co.Ltd(000906) , the operating revenue increased by 78.36% and 63.38% respectively year-on-year.
in January, 4 of the 11 new shares had broken their performance, and the list of continuous surge in shares was released
Statistics show that so far, 272 annual results / forecasts have been published in 2021, and the data show that 33 companies have continuously increased their performance month on month in recent three quarters. Among them, the median net profit of Shenzhen Dynanonic Co.Ltd(300769) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Naipu Mining Machinery Co.Ltd(300818) and other companies increased the most in the fourth quarter, up to 405.32%, 127.07% and 89.54% respectively.
Among the 33 companies with continuous growth in business performance, databao selected the companies with higher annual earnings per share. Under the background of continuous improvement in performance, the annual performance of these companies has entered the ranks of blue chip stocks. The annual earnings per share of 22 companies exceeded 0.800 yuan, of which Shenzhen Dynanonic Co.Ltd(300769) , Hoshine Silicon Industry Co.Ltd(603260) , Hubei Xingfa Chemicals Group Co.Ltd(600141) had the highest earnings per share, 8.9099 yuan, 8.0062 yuan and 3.8679 yuan respectively.
It is noteworthy that some companies have not only achieved continuous and stable growth in performance in recent three quarters, but also achieved year-on-year growth in annual net profit. There are 33 such companies in total. Among them, there are 17 companies with year-on-year performance growth of more than 100%, such as Sichuan Hebang Biotechnology Co.Ltd(603077) , Shenzhen Dynanonic Co.Ltd(300769) , Hubei Xingfa Chemicals Group Co.Ltd(600141) . If the recent increase is small, these companies are real profit growth potential stocks.
290 companies forecast annual performance, 223 increase in advance
Statistics show that as of January 13, 290 companies have announced the performance forecast for 2021. According to the type of performance forecast, 223 companies are added in advance and 14 companies are expected to make a profit, and the total proportion of reporting companies is 81.72%; There are 24 and 13 companies with pre reduced performance and pre loss respectively. Among the performance prediction companies, according to the median increase of expected net profit, 96 companies have a net profit increase of more than 100%; There are 68 companies with net profit growth of 50% ~ 100%.
In terms of individual stocks, Sichuan Hebang Biotechnology Co.Ltd(603077) is expected to have the highest increase in net profit. The company expects the median increase in net profit for the whole year to be 7593.73%; Inner Mongoliayuan Xing Energy Company Limited(000683) , Jiangsu Yida Chemical Co.Ltd(300721) it is estimated that the median year-on-year growth rate of annual net profit is 7169.15% and 3577.68% respectively, ranking the second and third.
30 Sci-tech Innovation Board companies are expected to increase their annual performance in 2021
Statistics show that as of January 13, 39 science and Innovation Board companies have announced the performance forecast for 2021. The type of performance forecast shows that there are 30 pre increase companies and 2 pre profit companies; There are 2 companies with reduced performance and 3 companies with loss in advance. Among the performance prediction companies, according to the median increase of expected net profit, 13 companies have a net profit increase of more than 100%; There are 12 companies with a net profit increase of 50% ~ 100%. In terms of individual stocks, Beijing Hotgen Biotech Co.Ltd(688068) is expected to have the highest increase in net profit. The company expects the median increase in net profit in 2021 to be 1840.81%; The median year-on-year growth of Dongxin shares and Ningbo Ronbay New Energy Technology Co.Ltd(688005) expected net profit were 1090.29% and 324.75% respectively.
21 shares announced the 2021 performance express, and 5 shares had a net profit of more than 10 billion yuan
Statistics show that as of January 13, a total of 21 listed companies in Shanghai and Shenzhen have issued performance letters. The highest operating income was Poly Developments And Holdings Group Co.Ltd(600048) , with an operating income of 285.048 billion yuan last year, a year-on-year increase of 17.2%; Followed by Industrial Bank Co.Ltd(601166) , China Citic Bank Corporation Limited(601998) . In terms of growth rate, the operating revenue of the company issuing the performance express achieved growth, and the highest growth rate was Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . Last year, the operating revenue reached 2.994 billion yuan, a year-on-year increase of 108.03%; Followed by Foran Energy Group Co.Ltd(002911) , Zheshang Development Group Co.Ltd(000906) .
In terms of profits, among the companies that published the performance express, five companies achieved profits last year, with a net profit of more than 10 billion yuan. The highest net profit was Industrial Bank Co.Ltd(601166) . Last year, they achieved a net profit of 82.680 billion yuan, a year-on-year increase of 24.1%, followed by China Citic Bank Corporation Limited(601998) , Poly Developments And Holdings Group Co.Ltd(600048) . In terms of growth, there were 18 companies with year-on-year increase in net profit, and the largest increase was Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . Last year, the net profit was 269 million yuan, a year-on-year increase of 111.06%. Summary of
industry performance:
the performance is good, and the rise of bank stocks is “not enough”
According to the data, as of January 12, the share prices of 41 A-share listed banks have risen collectively since 2022. Among them, Bank Of Chengdu Co.Ltd(601838) has increased by 16.5%, and the share prices of Bank Of Jiangsu Co.Ltd(600919) , Industrial Bank Co.Ltd(601166) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) have increased by more than 10%.
Shen Juan, chief analyst of Huatai Securities Co.Ltd(601688) big financial team, said that the good performance of the banking sector in January was related to three factors. First, performance release, better performance expectations drive the sector to achieve excess returns. Second, policy catalysis, the market has strong expectations for monetary regulation, and the banking business environment is expected to improve. Third, fund style switching. In January, institutional funds opened a new round of assessment cycle, and some funds were allocated to the bank sector for defense.
According to the reporter’s statistics, at present Bank Of Chengdu Co.Ltd(601838) , Industrial Bank Co.Ltd(601166) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) , Bank Of Jiangsu Co.Ltd(600919) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , China Citic Bank Corporation Limited(601998) have released the performance express of 2021, and the year-on-year growth rate of net profit is more than 10%, and Bank Of Jiangsu Co.Ltd(600919) is more than 30%.
the net profit of four of the five banks in the performance express of last year increased by more than 20% year-on-year
So far, five listed banks in Shanghai and Shenzhen have disclosed their performance letters, and their net profit growth, asset quality and other indicators have performed well.
In terms of profitability, the net profit growth of the five banks was exceptionally strong last year, all reaching double digits. Statistics show that Bank Of Jiangsu Co.Ltd(600919) has the most eye-catching performance. Last year, the bank realized a net profit of 19.694 billion yuan attributable to the shareholders of the parent company, with a year-on-year increase of 30.72%, the highest increase among all banks. The net profit of Industrial Bank Co.Ltd(601166) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) increased by more than 20% last year, and the net profit of China Citic Bank Corporation Limited(601998) also increased by 13.60% year-on-year.
the high boom sector welcomes major positive results, and the list of pre added concept stocks involving the performance of seven key industries is released
On January 12, the State Council issued the “14th five year plan” for the development of digital economy, in which the development goals were put forward. By 2025, the digital economy will move towards a comprehensive expansion period, and the added value of the core industries of the digital economy will increase to 10% of GDP from 7.8% in 2020. Specifically, the number of IPv6 active users will reach 800 million, an increase of 73.91% over 2020, and the number of Gigabit broadband users will reach 60 million, Compared with 2020, it increased by 837.5%. Software and information technology service industry, application penetration rate of industrial Internet platform, national online retail sales and e-commerce transaction scale are the main indicators of digital economy development.
According to the outline of the 14th five year plan, there are seven key industries of digital economy, including big data, cloud computing, Internet of things, industrial Internet, blockchain, artificial intelligence, virtual reality and augmented reality. Statistics show that there are 285 A-shares involving these seven key industries. On January 12, Zhewen Interactive Group Co.Ltd(600986) , Hyunion Holding Co.Ltd(002537) , Shenzhen Asia Link Technology Development Co.Ltd(002316) limit, Great Chinasoft Technology Co.Ltd(002453) , Shenzhen Ysstech Info-Tech Co.Ltd(300377) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Macmic Science & Technology Co.Ltd(688711) , Cubic Digital Technology Co.Ltd(300344) , Uroica Precision Information Engineering Co.Ltd(300099) rose by more than 5%.
Statistics show that a total of 11 of the above-mentioned concept stocks have announced the performance forecast for 2021, of which 10 have been increased in advance. In terms of the median year-on-year growth of net profit, Allwinnertech Technology Co.Ltd(300458) , Suzhou Good-Ark Electronics Co.Ltd(002079) is expected to increase by more than 100% in 2021, and Maxscend Microelectronics Company Limited(300782) , Espressif Systems (Shanghai) Co.Ltd(688018) is expected to increase by more than 90%.
the performance forecast in 2021 shows the “double heaven of ice and fire”, the “big profit” of petrochemical industry and the “huge loss” of thermal power enterprises
The disclosure of annual report performance forecast of A-share listed companies has gradually entered an intensive period. According to the data, as of the closing on January 12, 2022, a total of 228 A-share companies have achieved good results. While the overall performance of listed companies maintained good growth, there was differentiation between sectors.
Taking the lower limit of forecast net profit growth rate as the reference value, among the listed companies with disclosed performance forecast, the top 10 companies with net profit growth rate belong to chemical, petroleum, pharmaceutical and biological, steel, nonferrous metals, coal and other industries. Relying on the “fattening” performance of rising raw material prices, Petrochina Company Limited(601857) led the petroleum and chemical sector to become the “king of making money” in the annual report. Under the dual carbon target, 2021 is a challenging year. For thermal power enterprises, it can be said that it has experienced a “dark moment”, and the thermal power sector has become a loss stricken area.
